Louisiana Data Center Intel

Recent Louisiana data center news

• Jan 6, 2026

  Global Data Centers Poised for an ‘Investment Supercycle,’ JLL Says

  JLL’s 2025 outlook projects global data center capacity will nearly double by 2030, driven primarily by AI demand and power-driven site selection changes.

  • Main announcement/action: JLL forecasts global capacity rising from ~103 GW to 200 GW by 2030, requiring ~$3 trillion over the next five years (including $1.2 trillion in real estate asset value creation and $870 billion in new debt financing); current market fundamentals include ~97% global occupancy and ~77% of construction pipeline pre-committed, with lease rates forecast to grow at ~5% CAGR through 2030.
  • Background and details: AI workloads expected to grow from ~25% (2025) to 50% by 2030 with an inflection around 2027 (inference surpasses training); power constraints are shifting siting to “power opportunistic” locations (e.g., Wisconsin, Indiana, Louisiana, Mississippi, rural Illinois, Pennsylvania), equipment lead times average 33 weeks, grid-connection timelines often >4 years, and financing is maturing (core strategies now ~25% of fundraising) amid an “infrastructure investment supercycle.”
• Jan 6, 2026

  A $1B bet on Louisiana growth puts pressure on power bills

  Entergy will return to the Louisiana Public Service Commission in 2026 seeking approval for another round of billion-dollar transmission proposals to meet rising electricity demand driven by data centers and heavy industry.

  • Project filings and cost details: Entergy has filed for a more than $1 billion project that includes a 145-mile, 500-kilovolt transmission line; roughly 82% of the cost is expected to be borne by ratepayers, potentially raising residential bills by at least $3.47 per month. Entergy is also planning infrastructure to serve a $10 billion data center in West Feliciana Parish expected to require 345 MW, as well as Hyundai’s $6 billion steel mill and other industrial projects (ammonia, battery, aviation-fuel).
  • Regulatory and timing context: Entergy will appear before the Louisiana Public Service Commission in 2026; regulators face pressure to balance economic-development ambitions with protecting consumers, while watchdog groups warn expedited approvals could lock households into decades of higher electric bills. The article is an announcement/coverage piece by The Center Square.
• Jan 6, 2026

  Hyperscalers in 2026: What’s Next for the World’s Largest Data Center Operators?

  Hyperscale cloud operators announced aggressive expansion to meet AI demand, with global hyperscaler capital expenditure projected to exceed $600 billion in 2026. The report highlights capacity growth, project delays, and sustainability challenges tied to power and cooling.

  • Main announcement/action: Hyperscalers (AWS, Microsoft, Google, Meta, Oracle, Alibaba) are expanding aggressively for AI and cloud services; projected capex > $600 billion in 2026, and Data Center Watch reported >36 projects worth $162 billion blocked or delayed as of June 2025. Specific planned investments include AWS Saudi Arabia ($5.3 billion), AWS European Sovereign Cloud in Germany (€7.8 billion through 2040), AWS Chile (>$4 billion), Google $2 billion 10-year Turkey commitment, Meta’s Louisiana Hyperion ($27 billion JV with Blue Owl Capital), and Oracle Stargate I (1.2 GW initial capacity, planning for ~450,000 NVIDIA GB200 GPUs).
  • Background and other details:Microsoft is deploying Fairwater AI campuses (Atlanta operational Oct 2025; Wisconsin expected early 2026) with closed-loop liquid cooling and custom Azure Maia accelerators; Google expanded regions (Sweden, South Africa, Mexico) and is expanding in Kuwait, Malaysia, Thailand; analyst insights from Synergy Research Group, Dell’Oro, and GlobalData note a shift from redundancy to AI-optimized, high-density facilities, tens of gigawatts of additional power demand over the next 2–3 years, and a focus on renewable energy adoption and innovative cooling to address grid pressure.
• Jan 2, 2026

  State Broadband Bills of 2025: A Legislative Review

  State legislatures across the United States enacted and considered broadband-related legislation in 2025; fewer than 140 of more than 600 proposed bills became law.

  • Main actions: States enacted laws prioritizing infrastructure and permitting reforms, pole and rights-of-way access, criminal penalties for theft/vandalism, state broadband funding, and data center incentives. Notable enacted measures include Hawaii H 934 (established a state Broadband Office and programs, enacted in June and backed by $400 million in combined funding), West Virginia SB 907 (expanded the Economic Development Project Fund to allow up to $25 million annually for broadband incentives and up to $125 million annually for broadband loan insurance) and West Virginia HB 2014 (signed in April; created microgrid districts with zoning/permitting exemptions and special property tax treatment for qualifying projects).
  • Additional details and timelines: States also raised criminal penalties (e.g., Oklahoma classified willful damage to a critical infrastructure facility as a Class D3 felony with fines up to $100,000 and prison up to 10 years; Louisiana authorized fines up to $50,000 and prison up to 20 years; California AB 476 increased penalties for knowingly buying illegally obtained scrap metal to $5,000). Other enacted programs include California SB 338 (a $2 million telehealth pilot), New Mexico SB 126 (Rural USF increased from $30 million to $40 million), and Oregon’s device support up to $100 in Lifeline-related assistance. At least 37 states passed data center incentives in 2025 and over 1,000 AI-focused bills were introduced nationwide, with ~38 states adopting or enacting roughly 100 AI measures in 2025.
• Jan 2, 2026

  Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?

  Wood Mackenzie and POWER report that U.S. transformer supply remains structurally out of balance, with multi-year deficits in large power and generator step-up units even as manufacturers commit major North American investments.

  • Main findings and actions:Wood Mackenzie estimates a 30% shortfall for power transformers and 10% for distribution units in 2025, with demand increases since 2019 of 119% for power transformers and 274% for GSUs; lead times average 128 weeks for power transformers and 144 weeks for GSUs. Despite nearly $1.8 billion–$2.0 billion in announced North American manufacturing investments since 2023, major corporate commitments include Hitachi Energy (over $1 billion continental, CA$270 million Varennes expansion, $457 million South Boston, VA project due by 2028, $106 million Alamo, TN expansion), Siemens Energy ($150 million Charlotte plant, production targeted early 2027), Eaton ($340 million South Carolina facility targeting 2027), Prolec GE (more than $300 million), Virginia Transformer Corp. ($40 million), ERMCO (>$70 million), and Central Moloney ($50 million). Unit prices have also climbed: power transformers +77%, GSUs +45%, some distribution up to 95%.

  • Background, policy, and procurement details: Federal trade measures (copper tariffs up to 50%, expanded Section 232 steel/aluminum duties) and the budget package nicknamed “One Big Beautiful Bill” (phasing down some renewables credits and tightening FEOC rules) have raised input costs and domestic‑content constraints; federal/state incentives and site support are driving reshoring to Virginia, the Carolinas, Tennessee, and elsewhere. Counterpoints include broker Patrick Tarver of Bolt Electrical LLC, who argues “There is not a shortage” and attributes delays to utility/EPC procurement practices (qualification lists, vendor rules) rather than factory capacity; Tarver says he can deliver standard substation transformers in 12 to 14 months and typically charges 12%–15% over factory cost.

• Dec 31, 2025

  Power Generation in the Age of AI: Year-End 2025 Outlook

  PEI Global Partners (Adil Sener) warns that AI-driven data-center demand has transformed the U.S. power sector into a strategic national priority, shifting focus from cheapest MWh to deliverable, firm and timely power.

  • Main announcement/action: PEI highlights a new “speed to power” imperative driven by clustered AI/data center loads; key facts include data centers may reach up to 12% of U.S. electricity consumption by 2028 (from ~4.4% in 2023), forecasted 5.7% annual U.S. energy demand growth over the next five years, and explicit contracting examples such as Vistra’s 20-year PPA for up to 1,200 MW at Comanche Peak with implied pricing of ~$90–$100/MWh and an implied reliability/capacity value of ~ $24/kW-month (~$790/MW-day).
  • Background and implementation details: PEI argues the bottleneck is execution (interconnection, equipment, lead times) not capital: ~2 TW of solar+BESS in interconnection queues while build-throughput is ~2% annually; documented transformer lead times of ~143 weeks; 2024 U.S. builds were ~40 GW utility-scale solar and ~10 GW utility-scale BESS with EIA 2025 expectations ~33 GW solar and ~18 GW storage; federal and private support examples include DOE up to $800 million for SMR projects (TVA/Holtec) and private agreements (e.g., Amazon/X-energy). PEI is actively advising on M&A and financing processes that prioritize deliverability, speed-to-power and equipment-secured projects.
• Dec 30, 2025

  Scorecard: Looking Back at Data Center Frontier’s 2025 Industry Predictions

  Data Center Frontier published a 2025 scorecard grading eight data center industry trends and issued verdicts on each, emphasizing that power, cooling, and utility coordination dominated what shaped the industry in 2025.

  • Main announcement: Data Center Frontier released a year-end scorecard evaluating eight core trends with graded verdicts (e.g., “VERDICT: MASSIVE HIT” for power constraints and hyperscale megacampuses; “VERDICT: STRONG HIT” for natural gas bridging supply). The article cites specific figures and deals including estimates that U.S. data center energy use could reach up to 12% of U.S. electricity by 2028 (Congressional Research Service), a reported $120+ billion of AI data center spending shifted off balance sheets (Financial Times), and Alphabet’s $4.75 billion acquisition of Intersect Power to align energy and compute deployment timelines.
  • Background and details: The piece documents operational shifts in 2025—liquid direct-to-chip cooling moved to baseline design assumptions (TrendForce: DLC adoption ~33% in 2025), natural gas and behind-the-meter generation emerged as fast-to-deploy reliability options (ExxonMobil’s 1.5-GW plant plans and CCS pairing), and quantum and immersion cooling progressed technically but remained “Too Early” for broad adoption. It also notes concrete geographic and market examples (record-low primary market vacancy at 1.6% per CBRE; secondary market growth in Central Ohio, Indiana, Louisiana, Utah, Colorado, North Carolina, Tennessee).
• Dec 29, 2025

  Roundup: LNG export deal / Beef prices / Hut 8

  Woodside Energy has signed a binding LNG supply deal with Turkey’s state-owned BOTAS.

  • Deal details: Woodside agreed to supply about 5.8 billion cubic meters of LNG to BOTASfor up to nine years starting in 2030, converting a prior nonbinding agreement; most volumes are expected to come from Woodside’s under-construction Louisiana LNG project, which was approved in April and is slated to start deliveries in 2029 (source: Reuters).
  • Other announcements/background:Jacobs will serve as engineering, procurement and construction management (EPCM) partner for the $10 billion Hut 8 Louisiana data centre project, in collaboration with Vertiv; J.P. Morgan and Goldman Sachs will underwrite project-level financing expected to cover up to 85% of total costs (source: Construction Drive). Also noted: wholesale filet beef costs are up ~67% from prepandemic levels, with some operators reporting ~40% increases this year, squeezing steakhouses’ margins (source: The Wall Street Journal).
• Dec 22, 2025

  Roundup: Woman’s Hospital Foundation / New data center / Landry’s Greenland task 

  Moody’s Credit Ratings upgraded Woman’s Hospital Foundation to an A1 rating with a stable outlook.

  • Upgrade: Moody’s upgraded Woman’s Hospital Foundation to A1 with a stable outlook, citing strong financial performance, liquidity and market position; the upgrade reflects solid 2025 results, growth in cancer services, and expanded perinatal mental health and pediatric care, which Moody’s says strengthens the hospital’s long-term capacity to reinvest and grow.
  • Other briefing items:Shreveport permit: Shreveport City Council unanimously approved a permit for a 2.8 million-square-foot data center at Resilient Technology Park, overturning a prior planning commission denial after commissioners raised utilities, water usage, and environmental concerns; developers appealed the denial, arguing the city “can’t afford to turn down the project.” Special envoy: President Donald Trump appointed Louisiana Gov. Jeff Landry as U.S. special envoy to Greenland; Landry said the assignment will not impact his role as governor. The article notes Greenland is a semi-autonomous territory of Denmark and references Trump’s prior statements about Greenland’s strategic importance.
• Dec 22, 2025

  Fast-tracked power plants put Louisiana ratepayers on the hook, critics say

  The Louisiana Public Service Commission adopted a new “lightning speed” approval pathway to accelerate power-plant approvals, potentially shifting costs onto regular utility customers.

  • Main action: The Commission voted 4–1 to adopt a “lightning speed” approval pathway that can cut regulatory timelines from years to as little as eight months, suspending competitive bidding and certain consumer protections, and allowing large customers to pay only half the cost of new power plants while the remainder could be borne by regular utility customers.
  • Background and context: The change is presented as aligning with Gov. Jeff Landry‘s economic development strategy and aimed at attracting massive investments (example cited: Meta’s northeast Louisiana AI data center); supporters tout faster approvals for industrial projects while critics warn it weakens transparency safeguards and exposes ratepayers to long-term financial risk if projects underperform or contracts lapse.